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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,537 | $176,688-23.3% | $130,660+3.7% | $152,897-11.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.98% | 2693.08%-2676.1pp | 1709.29%-1692.3pp | 345.43%-328.5pp |
| Employer contribution / active EE | $6,746 | $5,743+17.5% | $4,092+64.8% | $4,764+41.6% |
| Participant deferral / active EE | $5,823 | $4,362+33.5% | $3,603+61.6% | $5,851-0.5% |
| Admin fee / account holder | $873 | $7,131-87.8% | $5,463-84.0% | $11,599-92.5% |